Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“GFL Environmental Inc. was listed among the fund's top five absolute detractors during the quarter.” | Q2 2026 Jun 30, 2026 | Preview | |
“Small cap value manager built Clean Harbors into top holding, viewing hazardous waste leader as mispriced versus municipal solid waste peers. Cement exposure via...” | Q1 2025 Apr 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GFL.(9 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.